Use an overlay template in an ad hoc document
  • 30 Nov 2022
  • 1 Minute to read
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Use an overlay template in an ad hoc document

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This article explains how to send an ad hoc document using an overlay template. 

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When you upload an ad hoc document during a Lightico session, you can apply an overlay template to your document that contains pre-configured fields and settings. 

For example, if you have a group of policy documents that all have the same layout and are frequently used, you can use an overlay template, to always place the signature and the date field in the same position in the document.

Note:
Overlay templates are configured by the business administrator in the Lightico Administration page. For more information, see Configure template settings.

To use an overlay template in an ad hoc document:

  1. In the left panel of the agent console, click the paperclip.

  2. Upload the relevant PDF from your directory. The document opens displaying the ad hoc toolbar at the top of the screen. For example:

  3. In the ad hoc toolbar, select the relevant template from the Overlay Template list:

    The overlay template places the pre-configured fields onto the document. In this example, the customer has to enter their full name and email and sign the document:


  4. Optional - You can add additional fields to the document from the ad hoc toolbar as described in Send an ad hoc document. However, you cannot modify or remove the existing fields that are part of the overlay template.

  5. Optional - You can add additional participants to the document. For example, you may want to send a policy that needs to be signed by both the customer and a cosigner.

  6. Click Send at the top right corner of your screen.

To track the customer interaction after the document has been sent, use the interaction bubble, displayed in the left pane. The interaction bubble provides information about this interaction with the customer and allows you to perform certain actions on the relevant document or asset. For more information, see Using interaction bubbles.


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